Arlo Technologies, Inc. (ARLO) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow Arlo Technologies, Inc. ( ARLO ) Citi’s 2026 Global TMT Conference September 9, 2026 2:35 PM EDT Company Participants Matthew McRae - CEO & Director Presentation Unknown Analyst Covering tech services here for Citi Research. Matt McRae here from Arlo Technologies. Great to have you here, Matt. Welcome to the conference. Question-and-Answer Session Unknown Analyst This is a name that's a little bit new to me as well. So for investors, I think are new to the story, maybe let's dig into what you believe the market opportunity is today for Arlo and where does Arlo fit in the broader connected home ecosystem? Matthew McRae CEO & Director Yes. So Arlo -- for those that are very unfamiliar with the story, we are a spin about 8 years ago from a company called NETGEAR, who was in the home networking business. And they were looking to develop products that would utilize a lot of the wireless networks at home to try and trigger upgrades for people to buy the latest wireless router standard and hit upon video as a use case that would eat up a lot of bandwidth and drive people to a new router. And decided that there was -- Roku had just started and there were some streaming set-top boxes and figured that wasn't the right area and hit upon the idea of DIY, do-it-yourself security and built the first Arlo camera nearly, I think it's over 11 years ago now, maybe 12 years ago. And it took off like a rocket. So the market since then has really been going through a transition from what we call DIFM or do-it-for-me, meaning installers coming and building home security systems in your home to DIY, which is do-it-yourself. So the technology that Arlo created in the market segment that we actually created was really around simplicity, powerful visual-based security